As an advisor, you are able to preview Investor Statements individually within the Investor Profile.
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1. Navigate to the Investors Module. Select the investor you'd like to preview a statement for.

2. Once you have gained access to the investor profile, scroll to the bottom of the 'Overview' tab to the 'Securities Held By Investor' table. Click 'Preview Statement'.
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3. From here, you are able to define the date range of investor holdings, the type of statement you'd like to generate, and the offerings you want to include in this statement. You are given the option to choose Core statements (which follow CRM2 reporting regulations) or Supplemental statements (which provide charts, graphs, and other useful data). You are able to select multiple statement types that would generate in one statement. Please note, if you don't select an offering, all offerings will be included as the default.
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4. The statement will generate in a new window. Generating a statement in this way will not save it or share with the investor, but the statement can be saved as a PDF file.